HS#BAIDURC2604A

Baidu Wenxin Assistant Sees a Quadruple Increase in Monthly Active Users and a Burst in AI Function Usage

Baidu App Wenxin Assistant Sees Significant Increase in Active Users and Function Usage During Spring Festival

Baidu's Apollo Go Partners with Uber to Launch Fully Autonomous Ride Services in Dubai

Baidu Launches Global Search and Baidu Encyclopedia International Version to Accelerate Overseas Expansion

BaiduWiki launches international version of Baidu Encyclopedia

Baidu Announces Q4 2025 Earnings Forecast and Business Transformation Progress

Baidu Launches O Plan Project to Enhance AI Features of Baidu App

Baidu Intelligent Cloud Launches OpenClaw Rapid Deployment Solution

Baidu Aims to Partner with HKSAR Government to Promote Intelligent Transportation System Construction

Baidu's RoboTaxi Launches Fully Autonomous Service in Dubai

Baidu Plans 39 Billion Yuan Buyback and Possible First Dividend Payment This Year

WeChat Blocks Baidu Red Envelope Links, Baidu Adjusts to Password Red Envelopes

Baidu Group Plans to Issue First Dividend and Implement Stock Repurchase Plan

Baidu Announces $5 Billion Stock Repurchase Plan

Baidu Qianfan DeepResearch Agent Ranks First in DeepResearch Bench Evaluation

Baidu Apollo launches new version, Jiushi AI gives keynote speech on unmanned logistics vehicles

CLSA Upgrades Baidu to Outperform with a Higher Target Price

Kimi asks Baidu to optimize search results

Baidu Establishes Personal Super Intelligence Business Group to Accelerate AI Age Growth

GF Securities Reiterates Buy Rating for Baidu A Shares, Target Price at HKD 184.00

TIMES UNI GP

CENTURY GINWA

STARGLORY HLDGS

RIDGE OUTDOOR

SYNAGISTICS

PROSP INV HOLD

HING LEE (HK)

ELEGANCEOPTICAL

CH ENV TECH&BIO

SHANGHAI QINGPU

09888

BIDU

09988

BABA

The Nasdaq Golden Dragon China Index initially fell by 0.6%. Among popular Chinese concept stocks, WeRide fell by 5.5%, NetEase fell by 4%, YUM China, Baidu, Tencent, Alibaba, and Meituan all fell by over 1%. XPeng rose by 1.6%, Li Auto rose by 1.8%, Nio rose by 2.1%, BYD rose by 2.8%, and Xiaomi rose by 3.9%

Wallstreetcn

YUM China

BIDU-SW

MEITUAN

Xiaomi Corporation

NetEase

Tencent Holdings Limited

BYD Company Limited

XIAOMI-W

Baidu

BYD Company

BABA-W

XPENG-W

BYD COMPANY

XPeng

TENCENT

Alibaba

CLOU

159998

512720

Qianwen's DAU reached 73.52 million on February 7, surpassing Yuanbao's 18.28 million and approaching Doubao's 78.71 million. At the same time, the Qianwen App ranked first on the Apple App Store's free chart for 6 consecutive days

SPDR S&P Software

ISHRS S&P Glb It

Global X Cloud Computing ETF

Proshares Big Data Refiners ETF

iShares US Digital Infrastructure and Real Estate ETF

Global X Data Center & Dgtl Infrs ETF

Comm Servcies Select Sector SPDR

iShares Expanded Tech Software Sector ETF

E Fund CSI HK Connect Internet ETF

Franklin Exponential Data ETF

Krne Csi China Internet

Hwabao CSI HK Equities Internet ETF

Pacer Data & Infrastructure Real Estate ETF

Tianhong CSI Computer Theme ETF

Guotai CSI Computer Theme ETF

Qianwen's DAU reached 73.52 million, matching Doubao

FTXL

SOXX

SSNGY

ByteDance is developing an AI chip and negotiating with Samsung for manufacturing, aiming to produce at least 100,000 units this year. The talks include access to scarce memory chip supplies. ByteDance plans to invest over 160 billion yuan in AI procurement by 2026, with a significant portion for Nvidia chips. The project, codenamed SeedChip, is part of ByteDance's strategy to enhance its AI capabilities across various business sectors. Despite challenges, the company is committed to advancing its AI technology.

Reuters

Invesco Semiconductors ETF

First Trust Nasdaq Food & Semicon

iShares Semiconductor ETF

Samsung Electronics 

ByteDance developing AI chip, in manufacturing talks with Samsung, sources say

Lingqiao's subsidiary, Critical Point, recently completed a new round of financing worth hundreds of millions, led by a major internet company, with participation from top institutions such as BV (Baidu Ventures) and Yunfeng Capital. Industry players like Synstellation Capital and Joyson Electronics also co-invested, while existing shareholders BlueRun Ventures and Hillhouse Capital made additional investments. Critical Point is a new company established after the spin-off from Zhiyuan Robotics, which holds an 80% stake in it

Lingqiao's subsidiary Lingqidian has completed a new round of financing worth hundreds of millions of yuan

UBER

UBRL

UBEW

Baidu and Uber have partnered with Dubai's Roads and Transport Authority to launch the Apollo Go autonomous ride-hailing service in Dubai. Set to debut soon, the service will be accessible via the Uber app in select Jumeirah locations, aligning with Dubai's goal of 25% autonomous trips by 2030. Passengers can choose Apollo Go vehicles when booking Uber rides. This initiative follows previous expansions, including plans for London, and highlights Baidu's commitment to autonomous mobility.

- Baidu, Inc. and Uber Technologies, Inc., in collaboration with Dubai's Roads and Transport Authority, are launching the Apollo Go autonomous ride-hailing service on the Uber platform in Dubai next month.  
- This service will allow passengers to book fully autonomous vehicles via the Uber app, aiming to support Dubai's goal of achieving 25% autonomous trips by 2030.  
- Apollo Go has already completed over 240 million autonomous kilometers globally, highlighting its significant operational scale and readiness for expansion into Dubai.

StockTitan

Uber Tech

GraniteShares 2x Long UBER Daily ETF

Roundhill UBER WeeklyPay ETF

Baidu and Uber Partner to Bring Apollo Go Autonomous Ride-hailing to Dubai in collaboration with Dubai's Roads and Transport Authority | BIDU Stock News

BABX

YINN

KBAB

JP Morgan pointed out that the promotion of AI applications during the Spring Festival is just a superficial phenomenon. The market should focus on the structural changes in how consumers obtain information, which will drive the consumption of Tokens into a period of rapid growth. It is expected that from 2025 to 2030, the annual compound growth rate of Token consumption in China will reach 330%. Investors should pay attention to beneficiaries of AI infrastructure, such as Alibaba and Baidu. Major tech companies have adopted different strategies during the Spring Festival to compete for user mind share

- Morgan Stanley highlights that the intense AI application competition among tech giants during the Spring Festival reflects surface-level phenomena, with an underlying structural change in consumer information access and content consumption.  
- The report predicts a significant annual growth rate of approximately 330% in China's Token consumption from 2025 to 2030, driven by a transition from traditional searches to chatbots and AI integration in business practices.  
- As major companies like Tencent, Alibaba, and Baidu implement varied strategies and substantial subsidies, the focus is on establishing sustainable user habits and expanding AI application usage, which could lead to a remarkable increase in Token consumption.

BABA 2x Long Daily ETF - GraniteShares

Direxion FTSE China Bull 3X

KraneShares 2x Long BABA Daily ETF

Spring Festival AI battle is just a performance? JP Morgan: Token consumption will enter a period of rapid growth, potentially increasing 370 times in five years!

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- On February 10, 2026, Baidu quietly initiated the "O Plan," merging its search and cloud teams to enhance AI services within the Baidu App.  
- This collaboration signals a shift from UI competition to a focus on computational power, reasoning efficiency, and service integration to better address user demands.  
- As Baidu aims to transform its search capabilities into an AI distribution platform amidst intense competition with rivals like ByteDance and Alibaba, the outcome will significantly influence the future dynamics of AI interactions.

Guotai MSCI China A ESG General ETF

Yinhua MSCI China A ETF

Baidu launches the "O Plan": from search to "intelligent agent scheduling"

On February 10th, the three major Hong Kong stock indices closed higher collectively, with the Hang Seng Index rising 0.58% to 27,183.15 points, indicating a mild recovery in market sentiment. The retail sector performed strongly, with Alibaba up 1.65% and JD.com up 1.95%; the internet sector showed mixed results, with Tencent down 1.61% due to concerns over capital expenditures, while Kuaishou benefited from AI commercialization, rising 1.59%; the catering sector experienced fluctuations downward, with Meituan down 2.47%. Investors are closely monitoring the upcoming retail sales data and changes in the external macro environment

- On February 10, the Hong Kong stock market saw all three major indices close higher, indicating a moderate recovery in market sentiment.  
- The Hang Seng Index rose 0.58% to 27,183.15, while the Technology Index increased 0.62%, although it remains below February's peak, suggesting limited upside potential.  
- Retail stocks gained on improved profit expectations, driven by cost-cutting strategies, with Alibaba and JD.com both showing positive performances despite overall market challenges from intensified competition in various sectors.

Market Heartbeat

JD-SW

KUAISHOU-W

HAIDILAO

MNSO

YUM CHINA

CHINA LIT

VOBILE GROUP

KNOWLEDGE ATLAS

ILUVATAR COREX

WANKA ONLINE

VanEck Retail ETF

SPDR S&P Retail ETF

KraneShares 2x Long JD Daily ETF

JD.com

Harvest Hang Seng SCHK Technology ETF

Hong Kong Stock Market Closing | Hang Seng Index up 0.58%, retail sector strengthens, Alibaba up 1.65%, Tencent down 1.61%

Featured

Apple

dingdongbell

Current rate of return reached top 50% of users
Calculated based on  your Longbridge (Singapore) A/C

Rate Of Return

This week earnings will tear previous metal apart!

GabyWoon

Total asset size ranks among the top 70% of account holders
Calculated based on  your Longbridge (Singapore) A/C

Total Assets

Current rate of return reached top 90% of users
Calculated based on  your Longbridge (Singapore) A/C

META to the moon! and MSFT will regain some ground

Microsoft

Jusaman

☕️ Grab your coffee, investors. This week is stacked with events that could define the market's direction for the quarter. From central bank whispers to tech earnings fireworks and a record-breaking IPO, here’s your essential rundown:

Meta Platforms

GraniteShares 2x Long MSFT Daily ETF

Tesla

Direxion Daily TSLA Bull 2X Shares

BIDU-SWR

Tencent

Sandisk

Western Digital

Western Digital - WI

Sandisk - WI

Apple Group

Jiangsu Azure Corporation

🔥 Market Weekly Preview: Fed, Tech Giants & A Sizzling IPO | Jan 26 - Jan 30, 2026

Baidu HK SDR 10to1

TENCENT-R

Tencent HK SDR 10to1

Compared to BIDU's AI hype, BABA feels undervalued, anyone thinks so?🤔

BABA-WR

BIDU ADR US

Alibaba HK SDR 5to1

Gold continues to be bullish, you can continue to hold and add positions

股市江湖故事会

Gold is on a wild run, rallying like nobody’s business. And that USD against SGD has weaken to below 1.27. Level. Total madness.With the Fed meeting coming up this week, the statement will be crucial and closely watched by the market. Stay safe and vigilant.😁

The impact on tech stocks won't be too significant

It's gona be a wild week folks, stay seated with your seat belt fasten!

Regardless of fed or earnings, stay invested and ignore the noise!

Fed and earnings are in play this week, get ready for a wild ride!

Today’s Key News Recap

0122 | Dolphin Research Focus: 🐬 Macro/Industry 1) Trump announced in Davos that he and NATO Sec.-Gen. Rutte reached a framework on Greenland and the Arctic, centered on access for mineral development and Arctic defense cooperation. Both parties stated that Greenland's sovereignty was not on the table. On that basis, he deferred the tariff hikes on eight European countries that were scheduled for Feb 1.In the near term, this eases US‑EU trade frictions and lowers volatility risk for global supply chains and US/EU export plays. However, it remains only a framework with no implementing clauses, so longer‑term geopolitical and trade uncertainty persists...

WB-SW

Weibo

Alphabet

Alphabet - C

AppLovin

POP MART

POP MART HK SDR 20to1

Allianzim US Large Cap Buffer10 Mar ETF

AppLovin firmly rejects short-seller report; BIDU debuts ERNIE 5.0 | Daily News Recap

0115 | Dolphin Research Focus: 🐬 Macro/Industry 1) Today, the PBoC cut rates on structural monetary tools by 25 bps. The 1-yr relending rate was lowered to 1.25%, with other tenors adjusted in tandem, effective Jan 19.The measures cover agriculture/rural and small-biz support and sci-tech innovation, and will be coordinated with fiscal policy. Deputy Gov. Zou Lan said there remains room for RRR cuts and rate cuts this year.This is targeted rather than broad-based easing and was largely anticipated. Market reaction has been measured...

Taiwan Semiconductor

XIAOMI-WR

Xiaomi HK SDR 2to1

PBoC signals easing; Alibaba's Qwen rolls out a full-ecosystem push | Daily News Recap

HS#BAIDURC2604A(61395.HK)

Qianwen's DAU reached 73.52 million, matching Doubao

ByteDance developing AI chip, in manufacturing talks with Samsung, sources say

Lingqiao's subsidiary Lingqidian has completed a new round of financing worth hundreds of millions of yuan

Baidu and Uber Partner to Bring Apollo Go Autonomous Ride-hailing to Dubai in collaboration with Dubai's Roads and Transport Authority | BIDU Stock News